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Name Holding Trade Value Shares
Change
Change in
Stake
HBCM
1951
Heron Bay Capital Management
Michigan
$3.75M +$520K +5,386 +17%
WEO
1952
William E. Oberndorf
$3.74M +$289K +2,990 +9%
P
1953
Pariax
California
$3.74M -$1.15M -11,870 -25%
IF
1954
Ironwood Financial
Arizona
$3.73M +$23.1K +239 +0.7%
GI
1955
GS Investments
Minnesota
$3.73M +$12.6K +130 +0.4%
SIG
1956
Sargent Investment Group
Maryland
$3.73M -$4.64K -48 -0.1%
IIM
1957
Intact Investment Management
Quebec, Canada
$3.72M -$328K -3,400 -9%
HCM
1958
Horrell Capital Management
Arkansas
$3.71M +$574K +5,939 +20%
RAM
1959
Redmond Asset Management
Virginia
$3.71M -$130K -1,345 -4%
APP
1960
Avantax Planning Partners
Iowa
$3.7M -$191K -1,974 -5%
SMC
1961
Smith, Moore & Co
Missouri
$3.7M +$182K +1,883 +6%
CWA
1962
Choice Wealth Advisors
Maine
$3.69M +$66.6K +689 +2%
BCCM
1963
Bridge Creek Capital Management
Massachusetts
$3.69M +$234K +2,420 +7%
WG
1964
Winton Group
United Kingdom
$3.69M +$3.45M +35,700 New
BOPW
1965
Brandywine Oak Private Wealth
Pennsylvania
$3.68M -$9.28K -96 -0.3%
BIM
1966
Baldwin Investment Management
Pennsylvania
$3.68M -$2.61K -27 -0.1%
MA
1967
MONECO Advisors
Connecticut
$3.67M +$49.3K +510 +1%
SWS
1968
SYSTM Wealth Solutions
Illinois
$3.67M -$579K -5,998 -14%
LA
1969
LVW Advisors
New York
$3.67M +$117K +1,211 +4%
HCA
1970
Harbor Capital Advisors
Illinois
$3.67M -$222K -2,293 -6%
GAAM
1971
Guinness Atkinson Asset Management
California
$3.67M -$77.5K -802 -2%
PL
1972
Parkwood LLC
Ohio
$3.67M -$1.59M -16,410 -32%
MDSL
1973
M.D. Sass LLC
New York
$3.66M +$3.43M +35,465 New
GBWM
1974
Granite Bay Wealth Management
New Hampshire
$3.66M +$190K +1,969 +6%
SCA
1975
Sander Capital Advisors
Washington
$3.65M +$9.76K +101 +0.3%